Building relationships that help inspire confidence

Telescope in window

Financial planning is at the heart of our comprehensive wealth management approach. Our team’s 70-plus years of experience have taught us that the best way to add value is by helping busy, successful people pursue their goals. When clients entrust us with their wealth, we seek to earn it with our skill, knowledge and service.

Our commitment to planning starts with listening. We ask the important questions to find out what matters most to each client, forging long-term relationships in the process. As part of UBS, we are able to coordinate our clients’ entire financial lives, addressing business as well as personal needs. We offer access to the firm’s global specialists in business transition planning, wealth transfer, portfolio construction, insurance, liquidity management and philanthropy, among other areas.

We’re looking for relationships, not transactions.

- Flanagan Bruner Lizza Wealth Management

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Thomas Flanagan Profile Photo

    Thomas "Tom" Flanagan

    Senior Vice President–Wealth Management

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • HI
    • ID
    • IL
    • IN
    • KS
    • KY
    • MA
    • MI
    • MT
    • NC
    • NE
    • NJ
    • NV
    • NY
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WY

    Throughout his career, Tom has provided personalized wealth management solutions to assist clients in achieving what is most important to them and their families. He began in the securities industry 35 years ago at E. F. Hutton & Co. before it was purchased by Shearson in 1987. Shortly after this, he joined PaineWebber, which was later acquired by UBS to expand its global reach. Tom graduated from the University of Oregon in 1975 and received a Personal Financial Planning Certificate from UC Riverside in 1986.

    Since becoming a desert resident in 1980, Tom has been active within the community. He is a past member of Rancho Mirage Rotary and a Paul Harris Fellow. He is a past president and board member of Big Brothers Big Sisters of the Desert. He and his wife, Kelly, actively support charitable causes dedicated to children and animals. They live in Indian Wells and have a daughter Kaileigh who is a graduate of the University of Oregon. Tom is an avid outdoorsman who enjoys hunting, fishing, hiking and golfing.

    Education

    • B.S., business administration, University of Oregon, 1975
    • Personal Financial Planning Certificate from the University of California Riverside, 1986
    • Holds the Series 3, 7 and 66 securities licenses
    • Insurance licenses: life, health, variable annuity, variable life and long-term care

      • University of Oregon, B.S. Business Administration
        Home Worker ID
        Home Worker ID, ID 000
      • James Bruner Profile Photo

        James "Jim" Bruner, CFP, MPAS, CPWA, CEPA

        Senior Vice President–Wealth Management

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        • AR
        • AZ
        • CA
        • CO
        • CT
        • DE
        • FL
        • GA
        • HI
        • ID
        • IL
        • IN
        • KS
        • KY
        • MA
        • MI
        • NC
        • NE
        • NJ
        • NV
        • NY
        • OH
        • OR
        • PA
        • SC
        • TN
        • TX
        • UT
        • VA
        • WA
        • WY

        Jim started in the financial services industry in 1990 with Bank of America. Prior to joining UBS in 2007, Jim was a Senior Vice President with US Trust, a division of Bank of America, in Palm Desert.  Jim has been a Certified Financial Planner (CFP®) professional since 1999 and was licensed as a Certified Private Wealth Advisor ®(CPWA) in 2018.  He holds an M.S. in financial planning from the College for Financial Planning and a B.A. in communications from California State University, Fullerton.  Jim was granted the designation Master Planner Advanced Studies (MPAS®) in November 2013 and the designation of Certified Exit Planning Advisor (CEPA®) in 2019.  

        He is former Chairman of the Board of the Riverside International Automotive Museum, and he sits on the board of the Palm Springs International Film Festival.  He is past board president of Big Brothers Big Sisters of the Desert and past Vice President of the Indian Wells chapter of Childhelp.  Jim has taught investments, financial planning, and corporate finance as an adjunct professor for the University of Redlands and California State University, San Bernardino.  Jim lives with his wife, Kelly, in Bermuda Dunes, and enjoys outdoor activities, including off-roading and boating.

        Education

        • B.A., California State University, Fullerton
        • M.S., College for Financial Planning
        • Holds the Series 7 and 66 securities licenses
        • Insurance licenses—life, variable annuity, variable life and long-term care
        • CFP® — Certified Financial Planner™
        • MPAS® — Master Planner Advanced StudiesSM
        • CPWA® 
        • CEPA® — Certified Exit Planning Advisor™

          • College for Financial Planning, M.S. Financial Planning
          • California State University, Fullerton, B.A. Communications
          • CERTIFIED FINANCIAL PLANNER™
          • Certified Exit Planning Advisor
          • Master Planner Advances Studies℠
          75-280 Highway 111
          Indian Wells, CA 92210
        • Patrick Lizza Profile Photo

          Patrick "Pat" Lizza, CRPC, CRPS, EFC

          Branch Manager

          Financial Advisor

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          • AR
          • AZ
          • CA
          • CO
          • CT
          • DE
          • FL
          • HI
          • ID
          • IL
          • IN
          • KS
          • KY
          • MA
          • MI
          • MT
          • NC
          • NE
          • NJ
          • NV
          • NY
          • OR
          • PA
          • SC
          • TN
          • TX
          • UT
          • VA
          • WA
          • WY

          Pat is the Branch Manager in the Indian Wells office and a member of Flanagan Bruner Lizza Wealth Management . He joined UBS in 2011 and has worked with the team to hone their client focused approach. Flanagan Bruner Lizza Wealth Management team has built a comprehensive wealth management practice serving select professionals, entrepreneurs, retirees and their families. With financial planning at its core, the team recognizes that every client has a unique set of circumstances and aspirations and employs a detailed discovery process that enables us to deeply understand not just the client's financial data, but more importantly, their values, goals, and relationships. This holistic approach enables the team to develop customized strategies specific to the client's needs which should maximize the probability that their objectives are achieved.

          Prior to UBS, Pat spent 17 years in the high end hospitality industry developing significant trust with clients and an understanding of their needs. He served as treasurer on the Board of Directors of Xavier Jesuit College Preparatory High School and currently serves on the Southwestern Growers Tournament Committee for the Boys and Girls Club of the Coachella Valley. Pat and his wife, Tricia, live in La Quinta and have two grown children, Meg and Hogan.

          Education

          • B.A., University of California, Berkeley
          • Holds the Series 7, 9, 10 and 66 securities licenses
          • Insurance licenses—life, variable annuity, variable life and long-term care
          • CRPC®—Chartered Retirement Planning CounselorSM
          • CRPS®—Chartered Retirement Plans SpecialistSM
          • EFC—Endowment and Foundation Consultant

            • University of California, Berkeley, B.A.
            • Financial Advisor
            • Chartered Retirement Planning Counselor℠
            • Chartered Retirement Plans Specialist℠
            • Endowment & Foundation Consultant
            • Certified Exit Planning Advisor
            Securities-backed lending
            Financial planning
            Philanthropy
            Exit planning
            Business succession
            Custom portfolios
            Asset allocation
            Alternative investments
            75-280 Highway 111
            Indian Wells, CA 92210
          • Cody Finley Profile Photo

            Cody O'Brian Finley

            Client Associate

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            • CA

                  75-280 Highway 111
                  Indian Wells, CA 92210

                Connecting you to the deep resources of UBS

                By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

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                How we work with you

                Business Planning–Accelerate your value

                CEPA® Value Acceleration Process

                The Value Acceleration Process provides a framework to help business owners with Business Transition Planning.

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                As of 06/30/2022

                51 countries

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                UBS is a world-leading wealth manager

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